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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,865 | $81,358-89.1% | $155,556-94.3% | $80,959-89.0% |
| Participation rate | 47.7% | 66.3%-18.5pp | 78.2%-30.5pp | 67.7%-19.9pp |
| Annual return | 15.98% | 33.39%-17.4pp | 64.84%-48.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $782 | $3,106-74.8% | $4,675-83.3% | $2,757-71.6% |
| Participant deferral / active EE | $889 | $3,455-74.3% | $5,631-84.2% | $4,300-79.3% |
| Admin fee / account holder | $268 | $7,994-96.6% | $15,885-98.3% | $6,925-96.1% |